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Mesirow Financial Investment Management’s Williams-Sonoma WSM Stock Holding History

Mesirow Financial Investment Management’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,774
Closed -$280K – 615
2023
Q4 		$280K Buy
+2,774
New +$240K 0.01% 447

Other funds holding WSM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mesirow Financial Investment Management's WSM Position: Q1 2024 in Review

Mesirow Financial Investment Management sold out of Williams-Sonoma (WSM) in Q1 2024, closing a stake of 2,774 shares — an estimated $280K sold.

Mesirow Financial Investment Management first reported a position in WSM in Q4 2023 and held it in 1 quarter. The position peaked at $280K in Q4 2023. 809 funds tracked by Wall St. Rank hold WSM as of Q1 2024.

  • Mesirow Financial Investment Management reported no remaining Williams-Sonoma position as of Q1 2024 after selling out during the quarter.
  • Mesirow Financial Investment Management sold 2,774 Williams-Sonoma shares in Q1 2024, an estimated $280K.
  • Mesirow Financial Investment Management first reported a position in Williams-Sonoma in Q4 2023 and held it in 1 quarter.
  • Mesirow Financial Investment Management's Williams-Sonoma position peaked at $280K in Q4 2023.
  • 809 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2024.

Based on Mesirow Financial Investment Management's 13F filing for Q1 2024, filed 19 Apr 2024.